Start new patient intake before the first call.
New patient calls spend the first ten minutes on information gathering. Chatref collects referral details, sleep history, and study preferences upfront – so your scheduler's first call is a booking, not an intake.
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Why it matters
The problem this solves.
The challenge
New patients arrive at their first call without the details your scheduler needs. Referral information, insurance, sleep history
What it costs
First calls run long. Schedulers are intake coordinators by default. New patients wait longer to get booked and your scheduling
The Chatref way
Chatref walks new patients through a guided intake on your website – collecting the details your schedulers need before anyone
The Chatref solution
How Chatref streamlines new patient intake.
A newly referred patient visits your site. Chatref walks them through your intake questions – referral details, contact information, sleep history, preferred study type – and queues the complete file for your scheduler. First call books the slot.
Real questions
What Chatref answers here.
What information do I need to provide when booking a sleep study for the first time?
Will the clinic ask for my referral before scheduling?
What information does a sleep clinic need from a new patient before scheduling a study?
How can sleep clinics reduce first-call intake time for new patients?
What questions help determine if I need an in-lab vs home sleep test?
Do I need to fill out paperwork before my first sleep clinic appointment?
Loved by support teams
Sleep clinics, cutting first-call intake time with pre-visit chat.
How sleep clinics use Chatref to arrive at every first call with a complete new patient file.
Our schedulers used to spend half of every new patient call just gathering information. Chatref collects it first, and now those calls are short and end with a booked slot.
New patients complete the intake on our site before anyone calls them. By the time our scheduler picks up, they know exactly who they are talking to.
The intake is consistent now. Every new patient file arrives with the same fields filled in – no more missing referral numbers or incomplete sleep histories.
reduction in first-call time for new patient scheduling
Our scheduling capacity effectively increased without hiring anyone. The same team books more patients per day because the intake work is already done.
What information will the intake chat collect?
You configure the intake questions. Typical fields include name, contact details, referring provider, referral number, insurance, preferred study type, and available dates.
Will the clinic ask for my referral before scheduling?
Chatref collects referral details as part of your intake flow if your clinic requires one. It explains what information the patient needs to have ready.
What questions help determine study type?
Chatref asks the intake questions your clinic uses to understand sleep history and symptoms. The decision about which study is appropriate stays with the clinical team.
What if a patient doesn't have all their referral details?
Chatref collects what they have and flags the incomplete fields in the intake file so your scheduler knows what to gather on the first call.
How fast can we get this live?
Configure your intake questions, set up the routing, and Chatref starts collecting new patient intake the same day.
Make every new patient call a booking call.
Configure your intake questions, embed Chatref on your new patient page, and let it collect the details before anyone picks up the phone – free to start.
Part of Chatref for Sleep Clinics · Healthcare hub · pricing.